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S.E.E.D. Planning Group’s Willis Towers Watson WTW Stock Holding History

S.E.E.D. Planning Group’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$676K Buy
2,346
+22
+0.9% +$6.95K 0.17% 64
2026
Q2 		$607K Hold
2,324
– – 0.16% 67
2026
Q1 		$676K Sell
2,324
-10
-0.4% -$3.07K 0.2% 56
2025
Q4 		$767K Hold
2,334
– – 0.22% 53
2025
Q3 		$806K Sell
2,334
-33
-1% -$10.7K 0.24% 54
2025
Q2 		$725K Sell
2,367
-32
-1% -$9.92K 0.23% 55
2025
Q1 		$811K Sell
2,399
-64
-3% -$20.9K 0.27% 54
2024
Q4 		$772K Hold
2,463
– – 0.26% 58
2024
Q3 		$725K Sell
2,463
-36
-1% -$10.1K 0.24% 58
2024
Q2 		$655K Hold
2,499
– – 0.24% 59
2024
Q1 		$687K Sell
2,499
-124
-5% -$32.6K 0.25% 57
2023
Q4 		$633K Hold
2,623
– – 0.26% 53
2023
Q3 		$548K Hold
2,623
– – 0.21% 52
2023
Q2 		$618K Hold
2,623
– – 0.22% 54
2023
Q1 		$610K Buy
+2,623
New +$634K 0.24% 53

Other funds holding WTW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

S.E.E.D. Planning Group's WTW Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Willis Towers Watson (WTW) stake by 0.95% in Q3 2026, buying an estimated $6.95K and bringing the position to 2,346 shares worth $676K. The position accounts for 0.17% of the portfolio, ranked #64.

S.E.E.D. Planning Group first reported a position in WTW in Q1 2023 and has held it in 15 quarters since. The position peaked at $811K in Q1 2025. 24 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • S.E.E.D. Planning Group held 2,346 shares of Willis Towers Watson worth $676K as of Q3 2026.
  • S.E.E.D. Planning Group bought 22 Willis Towers Watson shares in Q3 2026, an estimated $6.95K.
  • Willis Towers Watson made up 0.17% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #64 holding.
  • S.E.E.D. Planning Group first reported a position in Willis Towers Watson in Q1 2023 and has held it in 15 quarters since.
  • S.E.E.D. Planning Group's Willis Towers Watson position peaked at $811K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.